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Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
601
Financial Architects (New Jersey)
New Jersey
$494K +$86.4K +2,438 +22%
LCP
602
Legacy Capital Partners
Wisconsin
$485K -$53K -1,496 -10%
BL
603
Balentine LLC
Georgia
$480K +$24.6K +694 +6%
ST
604
Spinnaker Trust
Maine
$479K
CLOS
605
Compagnie Lombard Odier SCmA
Switzerland
$474K -$480K -13,554 -51%
WT
606
Washington Trust
Rhode Island
$473K -$7.09K -200 -2%
HBWM
607
Hollow Brook Wealth Management
New York
$470K -$152K -4,284 -25%
W
608
Wealthfront
California
$469K +$110K +3,104 +31%
P
609
Pitcairn
Pennsylvania
$467K -$39.4K -1,112 -8%
BRWA
610
B. Riley Wealth Advisors
Florida
$467K -$4.18K -118 -0.9%
PLFAM
611
Pineno Levin & Ford Asset Management
Virginia
$459K
CIM
612
Cetera Investment Management
California
$449K -$277K -7,828 -39%
MIM
613
Montgomery Investment Management
Maryland
$449K
CG
614
Caprock Group
Idaho
$447K +$20.6K +580 +5%
SOADOR
615
State of Alaska Department of Revenue
Alaska
$446K +$437K +12,334 New
VWM
616
Venturi Wealth Management
Texas
$443K -$425K -12,000 -50%
CAM
617
Covenant Asset Management
New Jersey
$440K -$80.1K -2,260 -16%
IRF
618
IBM Retirement Fund
New York
$436K -$2.35M -66,308 -88%
BFS
619
Bradley Foster & Sargent
Connecticut
$436K -$203K -5,742 -32%
ACM
620
Argyle Capital Management
Pennsylvania
$435K -$8.86K -250 -2%
SHCM
621
Stokes & Hubbell Capital Management
Louisiana
$434K +$780 +22 +0.2%
TCM
622
Tetrem Capital Management
Manitoba, Canada
$433K -$25.3M -712,634 -98%
LNB
623
Ledyard National Bank
$425K +$192K +5,420 +86%
JIC
624
Joel Isaacson & Co
New York
$423K
William Blair & Company
625
William Blair & Company
Illinois
$418K +$58K +1,638 +17%